Welcome to Pentins Financial Planners


Pentins Wealth

We love doing the stuff you don’t

Let’s face it. Most people don’t want to spend their lives analysing fund performance or keeping track of the latest changes to pension rules. Luckily for you, we do!

Our clients are smart busy people who want to spend their time doing anything rather than financial planning.

Yet they also understand that it needs doing. Which is why they turn to us.

Are you on track for the retirement you dream of?

Whether you dream of travelling the world, sailing the seven seas, or simply enjoying relaxing with friends, taking time out for financial planning now can help you realise those dreams.

How We Do It

Our Process Map. A 7 step stategy to your financial wellbeing

Free Initial Consultation

Discovery Meeting

Audit, Research, Analysis

Forcasting, Prioritising & Mapping

Agreeing A Solution

Action Plan & Implementation

Monitor & Review

Free Consultation

It’s important that you choose a financial adviser that you are comfortable with, so we don’t charge for an initial meeting.

In the first session you can tell us about what you want to achieve, what worries you may have about the future and providing for loved ones, and about what you have in place already.

And we can tell you about the sorts of things we can do to help. Things like investments, tax planning, insurances and pensions.

If you’re happy with that meeting we can go on to create you a tailor-made plan.

Of course, we don’t stop there. We stay in touch so we can review the plan and make sure you stay on track to realise your dreams.

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Are you looking for more information about our independent financial services and wealth management?

Please Call 01227 931531 or book your free consultation with one of our financial advisers.